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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
176
Diversified Trust
Tennessee
$784K – – –
KTM
177
Keeler Thomas Management
Utah
$748K -$270K -5,345 -27%
GC
178
Guggenheim Capital
Illinois
$747K -$204K -4,035 -21%
M&T Bank
179
M&T Bank
New York
$744K +$279K +5,521 +60%
P8IP
180
Pier 88 Investment Partners
California
$735K +$587K +11,605 +396%
Truist Financial
181
Truist Financial
North Carolina
$730K -$101K -1,983 -12%
AC
182
Allstate Corporation
Illinois
$727K -$145K -2,861 -17%
OAM
183
Oppenheimer Asset Management
New York
$716K +$148K +2,935 +26%
AHC
184
Anderson Hoagland & Co
Missouri
$705K +$82K +1,550 +13%
MERSOM
185
Municipal Employees' Retirement System of Michigan
Michigan
$673K +$10.1K +200 +2%
PAM
186
Panagora Asset Management
Massachusetts
$665K -$1.16M -23,010 -64%
AB
187
Amalgamated Bank
New York
$659K -$19K -375 -3%
OBGC
188
O'Brien Greene & Co
Pennsylvania
$653K – – –
XK
189
Xact Kapitalforvaltning
Sweden
$623K – – –
SOADOR
190
State of Alaska Department of Revenue
Alaska
$616K +$27.1K +537 +5%
AW
191
ACG Wealth
Georgia
$581K -$16.2K -320 -3%
RG
192
Renaissance Group
Kentucky
$564K +$40.3K +796 +8%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$562K -$50.6K -1,000 -8%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$523K +$98.8K +1,954 +23%
TC
195
TownSquare Capital
Utah
$514K -$3.6K -70 -0.7%
Wellington Management Group
196
Wellington Management Group
Massachusetts
$513K +$513K +10,147 New
FWM
197
Frontier Wealth Management
Missouri
$495K -$49.4K -975 -9%
PP
198
PDT Partners
New York
$493K +$493K +9,748 New
Jane Street
199
Jane Street
New York
$474K -$1.19M -23,505 -71%
SO
200
STRS Ohio
Ohio
$470K -$70.8K -1,400 -13%
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